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CAPAdata AI

Smarter Pension Decisions with Agent-P, Our Built-In AI Research Tool

Turn complex regulatory data into clear, client-ready insights - automatically.

Overview

CAPAdata’s integrated AI functionality helps you navigate pension complexity with clarity. By combining proprietary workplace pensions data, a library of Corporate Adviser Intelligence research reports, and large language model (LLM) intelligence, the platform enables natural-language queries, insight generation, and compliance-aligned analysis - without the need for spreadsheets or data science teams.

Built for consultants, providers, employers and technologists, CAPAdata AI supports faster analysis and clearer communication, while keeping outputs aligned to the underlying dataset and research sources.

What It Can Do

Conversational Q&A

Ask natural language questions like:

  • “Which master trusts had the highest 5-year performance?”
  • “Which funds exclude fossil fuels and support drawdown?”

…and get immediate, evidence-based answers with citations.

Insight & Summary Generation

  • Extract key points from pension research and provider comparisons
  • Produce VfM-ready summaries to support reporting
  • Generate selection insights and snapshot overviews for employers
  • Highlight standout data and trends for onward presentation or reporting

Explain & Benchmark Data

  • Summarise complex performance trends
  • Explain asset allocation or ESG stance
  • Highlight hidden value gaps or risks

Monitor Trends

Use AI to identify and surface key patterns, including:

  • Providers falling behind on performance or scale thresholds
  • ESG metric movement across default funds
  • Shifts in asset allocation strategies
  • Industry trends emerging from Corporate Adviser Intelligence reports

How It Works

  • Powered by OpenAI with context-specific guardrails
  • Integrated with CAPAdata’s proprietary pension dataset
  • Includes insights from Corporate Adviser Intelligence reports
  • Secure access and private workspace architecture
  • Exportable outputs
  • Embedded directly in your dashboard (coming soon: available via API)

More Information

Explore the platform: capadata.co.uk

Speak to us:  info@capadata.co.uk